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REPOST (Spotify): Emerging Public Companies: Next Amazons (Part Four of Four)
Spotify – An audio super aggregator in the making
Oct 24, 2023
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REPOST (Spotify): Emerging Public Companies: Next Amazons (Part Four of Four)
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Tesla: Key Broker Takes on Q3 Production and Deliveries
Expectations were already lowered but actuals still disappointed. By Benjamin Tan
Oct 3, 2023
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Tesla: Key Broker Takes on Q3 Production and Deliveries
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September 2023
Disney: In the Midst of Reorganization
Monetization of linear assets serving multiple purposes. By Benjamin Tan
Sep 19, 2023
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Disney: In the Midst of Reorganization
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Salesforce: A Story of Profit Inflection
Continuing focus on margin expansion to rerate stock price. By Benjamin Tan
Sep 5, 2023
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Salesforce: A Story of Profit Inflection
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August 2023
'When There's Blood in the Streets, Buy Property?'
Famous saying by Baron Rothschild needs plenty of qualifications, especially in a post-Covid world. By Benjamin Tan
Aug 22, 2023
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'When There's Blood in the Streets, Buy Property?'
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Stuck with an Investment?
Zen and the Art of Motorcycle Maintenance discusses "Stuckness" together with "Quality". By Benjamin Tan
Aug 15, 2023
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Stuck with an Investment?
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What is Quality?
Does "Quality" of management, earnings, and products give rise to a "Quality" investment? By Benjamin Tan
Aug 8, 2023
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What is Quality?
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Zoominfo: Double Whammy
A tech company dependent on other tech companies for growth. By Benjamin Tan
Aug 1, 2023
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Zoominfo: Double Whammy
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July 2023
Watching Q2 Earnings Season
Paying attention to Tesla and Disney, among others, this quarter. By Benjamin Tan
Jul 18, 2023
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Watching Q2 Earnings Season
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Looking for the Next Amazon – Why Bother?
Diving into possible motivations when investors take off-beaten paths. By Benjamin Tan
Jul 11, 2023
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Looking for the Next Amazon – Why Bother?
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June 2023
2nd Tesla: Added One to Q2 23 Deliveries
Model 3 purchase also came with a few surprises. By Benjamin Tan
Jun 27, 2023
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2nd Tesla: Added One to Q2 23 Deliveries
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Podcast Interview: On Psychology and Investing
Check out my interview on The Investing for Beginners Podcast.
Jun 20, 2023
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Podcast Interview: On Psychology and Investing
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